Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
Our story
Our team is built on the core values of expertise, faith and service—which is why a cornerstone to working with us involves helping you find opportunities to live generously and help others. We believe happiness and contentment come from living a generous and purposeful life, and we want to help you be a steward of your many blessings.
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2025-03-26T18:00:00
Thrivent Action Teams
Have you used your Thrivent Action Team?
If you’re wondering how you can make a difference, we can help. Thrivent Action Teams are a great way to make a positive impact in your community. Simply gather a team of neighbors or friends for a fundraiser, educational event or service activity.
Thrivent offers all the resources you need to get started, including up to $250 in seed money. Your team provides the passion that brings your project to life.
Watch this video to learn more about this member benefit and take you step by step on how to apply for your Thrivent Action Team!
No products will be sold.
2025-05-01T18:00:00
Creating a Healthy Volunteer Culture
The greatest challenge most ministry leaders face is a lack of volunteers. However, the key to keeping your roster full is creating an excellent volunteer experience built on the foundation of healthy culture. In this session, we'll talk about practical ways to keep the volunteers you currently have and attract new ones as well.
Registration required.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2025-05-14T15:00:00
Savvy Tax Strategies
Savvy tax strategies for your retirement...
Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. The Savvy Tax Strategies workshop provides answers to critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.
Reserve a spot for you and a guest today.
These sessions are hosted by Eric Funk and John Milliron
Please call 507-289-1682 or email annie.scholz@thrivent.com with questions or to register.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
No products will be sold.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
A Lifetime Gift
Don't miss out on our free upcoming workshop on April 30. Shelly Halverson, a Certified Celebrant, will guide you through creating a living document for your future. Ensure your loved ones have all the necessary information when they need it. At the event, you will receive a complimentary resource binder. Register today at https://bit.ly/Trinityalg0430 . No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.
Office information
Operating Hours:
Monday through Thursday 8am - 5pm, Friday 8am - 12pm